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Managing your portfolio from home COVID-19

Financial Planning Dentist

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Obituary: the 60/40 Portfolio

The 60/40 portfolio was born in 1952 in Chicago, IL to Harry Markowitz. It received widespread adoption in the investment community and Nobel Prize accolades. The practice of balancing the correlation between stocks and bonds has died; on March 23rd, 2020. It is survived by a whirlwind of speculation, hedging,

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Definitions: Assets

Asset An asset represents a positive economic value owned in whole or in part by a company or individual. It represents ownership over the positive benefits and values that the entity inherently has, could have or creates continuously. Generally speaking it is any positive value on the balance sheet.  Types

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